Remote Financial Professional Jobs
Remote financial professional jobs are in active demand across the U.S., with remote-first firms and distributed teams hiring across insurance, wealth management, fintech, and banking. Employers hiring remotely right now include Ascent Capital, COR Financial Partner, and Hope Wealth Management. See the openings below and apply to the ones that match your experience.
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We are seeking motivated, people-focused individuals to join our growing financial-services team as Independent Financial Services Representatives.
This opportunity is ideal for individuals who enjoy helping families, building relationships, and creating a flexible business in the financial-services industry. Previous experience is helpful but not required. Training, mentorship, and ongoing support are provided.
Responsibilities:
- Educate individuals and families about available life-insurance and financial-protection solutions
- Conduct virtual or in-person client consultations
- Identify clients’ financial needs and recommend appropriate products
- Follow up with prospective and existing clients
- Maintain accurate client records
- Participate in team training and professional-development sessions
- Follow all company, carrier, state, and federal compliance requirements
- Build and maintain professional relationships within the community
Qualifications:
- Strong communication and interpersonal skills
- Self-motivated, dependable, and coachable
- Comfortable working independently and as part of a team
- Able to use basic technology, video conferencing, and online systems
- Must be at least 18 years old
- Must successfully complete a background check
- An active state life-insurance license is preferred but not required to apply
- Unlicensed candidates must obtain the appropriate license before conducting insurance business or receiving insurance-related compensation
Position Details:
- Independent contractor/1099 opportunity
- Commission-based compensation; no guaranteed salary or hourly wage
- Flexible schedule
- Remote and hybrid opportunities may be available
- Training and mentorship provided
- Advancement opportunities are based on individual performance and applicable company requirements
This is an independent, performance-based opportunity. Earnings are not guaranteed and will vary based on individual effort, sales results, licensing status, and other factors.
We are an equal opportunity organization and welcome qualified applicants from all backgrounds.
Pay: From $1,890.00 per hour
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote financial professional jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Active Series 7, Series 65, or Series 66 license where applicable
- Proficiency in financial modeling, Excel, and portfolio analysis tools
- Two or more years of client-facing or institutional finance experience
- CFP, CFA, or CPA designation preferred for senior or advisory roles
- Demonstrated experience with compliance, regulatory reporting, or risk frameworks
Tips for Your Remote Financial Professional Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial professional openings from across the U.S. in one place. Search roles that match your licenses and experience level and apply directly before postings fill, since remote roles often close faster than in-office ones.
Show your remote production history upfront
Remote financial professional hiring managers want proof you can hit goals without a manager nearby. Quantify your results on your resume: policies issued, assets under management, client retention rates, or new accounts opened while working independently or from a home office.
Get licensed before you apply
Most remote financial professional roles require a state insurance license or FINRA registration before an offer is extended. Completing your Series 6, Series 7, or state life and health license before applying removes the biggest barrier remote employers screen on at the first stage.
Prepare for async-heavy remote interviews
Remote financial professional interviews often include written assessments, video submissions, or asynchronous case studies before you speak to a hiring manager. Practice explaining your sales approach, compliance awareness, and client communication style clearly in written form, not just over a call.
Remote Financial Professional Jobs: Frequently Asked Questions
How do I get a remote financial professional job?
Target companies built around distributed teams, including fintech platforms, insurance carriers, and independent broker-dealers that have structured remote workflows. Remote employers screen for self-direction, clear written communication, and proficiency with tools like CRM platforms, financial planning software, and video conferencing. Candidates who can demonstrate a history of hitting activity or production goals independently stand out in the remote screening process.
Which companies hire remote financial professionals?
Employers currently hiring remote financial professionals include Ascent Capital, COR Financial Partner, and Hope Wealth Management, per current remote listings on Migrate Mate as of September 2026. Remote-first firms, distributed insurance carriers, and fintech companies account for a large share of these openings across wealth management, lending, and financial planning.
Can you get a remote financial professional job with no experience?
Yes, but remote entry-level financial professional roles are harder to land because employers expect you to work independently from day one without in-office coaching. Remote-first insurance and financial services firms hire entry-level candidates who can show licensing progress, completed coursework, or a strong understanding of financial products. A state insurance license or a FINRA registration opens significantly more doors at the entry level.
Do you need a degree for remote financial professional jobs?
Not always. Many remote financial professional roles, especially in insurance sales and financial planning, weigh active licenses and demonstrated results more heavily than a degree. Employers hiring remotely look for state insurance licenses, Series 6 or Series 7 registrations, and evidence that you can manage a book of business or client pipeline without daily supervision.
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